Currency Forecast - COP: Further Upside Ahead Alongside Oil - 10 APR 2017
Emerging Markets Monitor April 2017 / Colombia / Economy
The Colombian peso will continue to strengthen over the coming months, likely moving into a stronger trading range following a break of key resistance. Rising oil prices and still-high real yields...
Currency Forecast - BRL: Rally Will Fade, But Strength To Remain - 10 APR 2017
Emerging Markets Monitor April 2017 / Brazil / Economy
The Brazilian real will largely trade sideways over the coming quarters. High real yields and rising oil prices will buoy the unit, even as positive sentiment adjusts to the country's subdued...
Currency Forecast - CLP: Negative Short-Term Outlook To Give Way To Modest Appreciation - 10 APR 2017
Emerging Markets Monitor April 2017 / Chile / Economy
The Chilean peso will weaken in 2017 on falling real interest rates and lower copper prices. In 2018, a rebound in the copper market, improving investor sentiment and a rate hiking cycle will...
Market Strategy - PEN Rally To Settle Into Gradual Uptrend - 30 JAN 2017
Emerging Markets Monitor January 2017 / Peru / Economy
PEN Rally To Settle Into Gradual Uptrend
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Currency Forecast - TTD: Devaluation Likely Amid Rising Pressures - 30 JAN 2017
Emerging Markets Monitor January 2017 / Trinidad & Tobago / Economy
The CBTT will gradually devalue the Trinidadian dollar in 2017 in response to significant pressure on the country's external and fiscal accounts. A more substantial devaluation is likely in the...
Economic Analysis - Further Rate Hikes Will Target Return In Investment - 01 AUG 2016
Emerging Markets Monitor July 2016 / Nigeria / Economy
The Central Bank of Nigeria will enact a further 200 basis points of hikes over the next six months in a bid to encourage a return in international investment. High structurally driven inflation...
Currency Forecast - TTD: Steady Depreciation Set To Continue - 01 AUG 2016
Emerging Markets Monitor July 2016 / Trinidad & Tobago / Economy
The CBTT will continue a steady depreciation of the Trinidadian dollar over the coming quarters in light of its wide external account deficit and falling foreign exchange reserves. Nonetheless, a...
Market Strategy - PEN Losses Likely To Be Limited Following Bearish Break - 01 AUG 2016
Emerging Markets Monitor July 2016 / Peru / Economy
The Peruvian sol is likely to weaken further in the coming weeks in light of central bank intervention to stymie the unit's rise. As a result, the unit broke through support at PEN3.28/USD, where...
Market Strategy - Rising Political Risk Will Temper, But Not Reverse, Bond Rally - 01 AUG 2016
Emerging Markets Monitor July 2016 / Venezuela / Economy
The Venezuelan political crisis continues to escalate, but we do not believe that this will spur a significant reversal in the country's bond markets. While we expect the yield compression in place...
Currency Forecast - UGX: Steady But Slower Depreciation Ahead - 27 JUNE 2016
Emerging Markets Monitor June 2016 / Uganda / Economy
Over the coming two years, the Ugandan shilling will depreciate, albeit at a much slower pace than it did during the 2015 sell-off. The weakness will be driven by rising capital imports and deterioration in the terms of trade.
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